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TrinityPoint Wealth’s Schwab US TIPS ETF SCHP Stock Holding History

TrinityPoint Wealth’s Portfolio SCHP Stock Details SCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$2.04M Sell
78,822
-1,316
-2% -$34.6K 0.29% 81
2024
Q3 		$2.15M Sell
80,138
-6,202
-7% -$164K 0.31% 80
2024
Q2 		$2.25M Sell
86,340
-5,408
-6% -$140K 0.35% 72
2024
Q1 		$2.39M Sell
91,748
-630
-0.7% -$16.3K 0.4% 67
2023
Q4 		$2.41M Sell
92,378
-46,120
-33% -$1.17M 0.44% 59
2023
Q3 		$3.5M Buy
138,498
+1,098
+0.8% +$28.3K 0.7% 33
2023
Q2 		$3.6M Buy
137,400
+4,936
+4% +$131K 0.7% 32
2023
Q1 		$3.55M Buy
132,464
+5,956
+5% +$157K 0.76% 30
2022
Q4 		$3.28M Sell
126,508
-16,672
-12% -$436K 0.75% 30
2022
Q3 		$3.71M Sell
143,180
-26
-0% -$723 0.85% 26
2022
Q2 		$4M Buy
143,206
+126
+0.1% +$3.66K 0.88% 27
2022
Q1 		$4.34M Buy
143,080
+2,128
+2% +$65.3K 0.79% 32
2021
Q4 		$4.43M Buy
140,952
+1,336
+1% +$42.1K 0.79% 31
2021
Q3 		$4.37M Sell
139,616
-262
-0.2% -$8.27K 0.84% 30
2021
Q2 		$4.37M Buy
139,878
+500
+0.4% +$15.5K 0.89% 26
2021
Q1 		$4.26M Buy
139,378
+2,904
+2% +$89.5K 0.99% 22
2020
Q4 		$4.25M Buy
136,474
+2,722
+2% +$83.6K 1.02% 23
2020
Q3 		$4.12M Buy
133,752
+5,134
+4% +$157K 1.15% 17
2020
Q2 		$3.86M Buy
128,618
+1,830
+1% +$54.2K 1.22% 14
2020
Q1 		$3.65M Buy
126,788
+3,210
+3% +$91.9K 1.44% 10
2019
Q4 		$3.5M Buy
123,578
+1,140
+0.9% +$32.3K 1.18% 16
2019
Q3 		$3.47M Buy
+122,438
New +$3.47M 1.21% 16

Other funds holding SCHP

Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
QCM
Quadratic Capital Management Greenwich, Connecticut $250M AUM 0.68% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TrinityPoint Wealth's SCHP Position: Q4 2024 in Review

TrinityPoint Wealth reduced its Schwab US TIPS ETF (SCHP) stake by 1.6% in Q4 2024, selling an estimated $34.6K and leaving 78,822 shares worth $2.04M. The position accounts for 0.29% of the portfolio, ranked #81.

TrinityPoint Wealth first reported a position in SCHP in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.43M in Q4 2021. 661 funds tracked by Wall St. Rank hold SCHP as of Q4 2024.

  • TrinityPoint Wealth held 78,822 shares of Schwab US TIPS ETF worth $2.04M as of Q4 2024.
  • TrinityPoint Wealth sold 1,316 Schwab US TIPS ETF shares in Q4 2024, an estimated $34.6K.
  • Schwab US TIPS ETF made up 0.29% of TrinityPoint Wealth's portfolio in Q4 2024, its #81 holding.
  • TrinityPoint Wealth first reported a position in Schwab US TIPS ETF in Q3 2019 and has held it in 22 quarters since.
  • TrinityPoint Wealth's Schwab US TIPS ETF position peaked at $4.43M in Q4 2021.
  • 661 funds tracked by Wall St. Rank held Schwab US TIPS ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.